Home › Compare › IPSAX vs JEPQ
IPSAX yields 16.10% · JEPQ yields 11.47%● Live data
📍 IPSAX pulled ahead of the other in Year 1
Combined, IPSAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of IPSAX + JEPQ for your $10,000?
The fund's primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options. The sale of call options generates income for the fund, but may limit the fund's participation in equity market gains. The fund's investment adviser seeks to reduce the overall volatility of returns by managing a portfolio of options. It is non-diversified.
Full IPSAX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.